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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1676
GJCM
Grand Jean Capital Management
California
$57.4M +$863K 5 14.27% Increased
1677
Dubuque Bank & Trust
Dubuque Bank & Trust
Iowa
$57.4M -$5.31M 7 6.02% Reduced
1678
Schechter Investment Advisors
Schechter Investment Advisors
Michigan
$57.2M +$57.5M 9 5.16% New
1679
Trust Asset Management
Trust Asset Management
Texas
$57.2M +$146K 7 7.06% Increased
1680
Covenant Asset Management
Covenant Asset Management
New Jersey
$57.1M +$325K 5 15.18% Increased
1681
Private Trust Company
Private Trust Company
Ohio
$57M -$1.71M 6 7.87% Reduced
1682
Ivy Lane Capital Management
Ivy Lane Capital Management
Florida
$57M $0 2 40.1% Maintained
1683
TimesSquare Capital Management
TimesSquare Capital Management
New York
$56.8M -$8.31M 3 0.5% Reduced
1684
City Holding Co
City Holding Co
West Virginia
$56.8M +$1.24M 10 9.49% Increased
1685
Arthedge Capital Management
Arthedge Capital Management
New York
$56.8M $0 4 26.74% Maintained
1686
Chemung Canal Trust
Chemung Canal Trust
New York
$56.7M -$2.69M 5 10.23% Reduced
1687
Endurance Wealth Management
Endurance Wealth Management
Rhode Island
$56.6M -$1.61M 12 6.09% Reduced
1688
Hendershot Investments
Hendershot Investments
Virginia
$56.6M +$82.7K 6 8.6% Increased
1689
Icon Wealth Partners
Icon Wealth Partners
Texas
$56.5M -$6.93M 7 5.67% Reduced
1690
DCM Advisors
DCM Advisors
New York
$56.5M +$17.1M 6 16.66% Increased
1691
Exchange Capital Management
Exchange Capital Management
Michigan
$56.5M +$949K 4 10.26% Increased
1692
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$56.4M +$43.7M 4 3.39% Increased
1693
Foster & Motley
Foster & Motley
Ohio
$56.3M +$528K 7 4.38% Increased
1694
AJ Wealth Strategies
AJ Wealth Strategies
New York
$56.2M +$6.55M 10 2.67% Increased
1695
River Wealth Advisors
River Wealth Advisors
Pennsylvania
$56.2M +$1.27M 6 8.71% Increased
1696
CreativeOne Wealth
CreativeOne Wealth
Kansas
$56.2M +$3.79M 10 2.77% Increased
1697
Sky Investment Group
Sky Investment Group
Connecticut
$56M -$62.3K 7 11.3% Reduced
1698
TruWealth Advisors
TruWealth Advisors
Louisiana
$56M +$1.36M 6 5.67% Increased
1699
Checchi Capital Advisers
Checchi Capital Advisers
California
$56M -$183K 11 4.92% Reduced
1700
MIG Capital
MIG Capital
California
$55.8M -$1.25M 1 5.56% Reduced